RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$220K
3
+$214K
4
WFC icon
Wells Fargo
WFC
+$208K
5
DOW icon
Dow Inc
DOW
+$205K

Top Sells

1
+$492K
2
+$427K
3
+$335K
4
META icon
Meta Platforms (Facebook)
META
+$235K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Technology 25.68%
2 Energy 12.47%
3 Healthcare 10.58%
4 Communication Services 9.2%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.42%
1,581
-210
77
$380K 0.42%
2,342
-140
78
$366K 0.41%
+1,026
79
$358K 0.4%
6,627
-907
80
$358K 0.4%
18,226
+2,510
81
$356K 0.39%
1,300
82
$349K 0.39%
1,338
-10
83
$325K 0.36%
1,910
+1
84
$322K 0.36%
1,602
-111
85
$317K 0.35%
3,370
+7
86
$317K 0.35%
6,024
-90
87
$315K 0.35%
3,756
+375
88
$312K 0.35%
3,457
+434
89
$311K 0.35%
3,132
+425
90
$306K 0.34%
4,484
+450
91
$296K 0.33%
4,908
-995
92
$291K 0.32%
64,918
-832
93
$287K 0.32%
76,755
+19,300
94
$282K 0.31%
4,674
-749
95
$272K 0.3%
6,394
-150
96
$270K 0.3%
2,797
-200
97
$265K 0.29%
7,488
+21
98
$253K 0.28%
5,586
+860
99
$253K 0.28%
2,122
-170
100
$251K 0.28%
5,671
-299
2 3
4
5 6